Lo siento. I may have to quit blogging. LOL. In the past two days I posted two unrelated items I should have never have posted / wish I had never posted. They were opinions so in that sense no big deal. Not factual errors. But the two opinions were completely off-base. I already mentioned the DAPL comment I wish I had not posted; now it's Apple.
I suggested yesterday that I was very, very disappointed in Apple's special event. Perhaps it was the presentation, I don't know, but after looking at the announcements, I am quite impressed with Apple's new hardware. More later.
- Apple debuts incredibly thin iMac with M1 chip -- Yahoo!Finance, Daniel Howley.
- the all-new iMac -- Apple press release.
Anthem: raises its divided from 95 cents quarterly to $1.13. Earnings report. Shares surging over past two days despite a down market overall.
- EPS: $7.01 vs $6.86 forecast; $6.48 one year ago.
- an earnings surprise of 2.2%
- revenue: $32.1 billion; missed estimates by 3.42%; one year ago: $29.45 billion;
Nicked: Nikola's stock selloff accelerate; shares fall below $10; weren't they the ones with the truck rolling downhill?
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
Flying high: American Airlines is bringing back all pilots; hiring new pilots for the first time since the start of the pandemic. Link here. Shares of AAL up a bit today; trading above $20.
Back to the Bakken
DAPL, the state intervenes: finally, Reuters picks up the story. Direct to Reuters here.
Active rigs:
| $61.16 | 4/21/2021 | 04/21/2020 | 04/21/2019 | 04/21/2018 | 04/21/2017 |
|---|---|---|---|---|---|
| Active Rigs | 16 | 30 | 63 | 59 | 49 |
No wells coming off confidential list.
RBN Energy: Appalachia gas flows to the midwest rising, but constraints loom, part 5.
This time last year, Appalachian natural gas production was approaching a steep springtime ledge as regional prices sank below economic levels and producers responded with real-time shut-ins. This year to date, regional gas prices have averaged $0.80-$0.90/MMBtu above 2020 levels for the same period, and production has been averaging more than 1 Bcf/d above year-ago levels.
If production holds steady near current levels, the year-on-year gains would just about double to ~2 Bcf/d by mid-May, which is when the bulk of the springtime curtailments first took effect in 2020. This, just as Northeast demand takes its seasonal spring plunge, which means regional outflows are poised to rise in the coming weeks, potentially to record levels. How much more can the Appalachian takeaway pipelines absorb? In today’s blog, we continue our analysis of outbound capacity utilization, this time focusing on the routes to the Midwest.
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